Question 1

How many shares of XLF does Steward Partners Investment Advisory, LLC own?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC holds 394,166 shares of XLF (FINANCIAL SELECT SECTOR SPDR).

Question 2

What is Steward Partners Investment Advisory, LLC's XLF position worth?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC's XLF position is worth $21.1M.

Question 3

Is Steward Partners Investment Advisory, LLC buying or selling XLF?

Accepted Answer

In 2026-Q2, Steward Partners Investment Advisory, LLC increased their XLF position (+23.8% change in shares).

Question 4

When did Steward Partners Investment Advisory, LLC first buy XLF?

Accepted Answer

Based on available 13F filings, Steward Partners Investment Advisory, LLC first reported a position in XLF in 2019-Q1. They have held the position across 30 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	394,166	+23.8%	$21.1M	0.1%	$53.61	41
2026-Q1	Decreased	318,493	-0.2%	$15.7M	0.1%	$51.21	0
2025-Q4	Decreased	319,082	-6.5%	$17.5M	0.1%	$55.18	0
2025-Q3	Increased	341,430	+14.0%	$18.4M	0.1%	$53.94	39
2025-Q2	Decreased	299,500	-0.9%	$15.7M	0.1%	$51.59	0
2025-Q1	Increased	302,385	+6.8%	$15.1M	0.1%	$48.71	36
2024-Q4	Increased	283,062	+13.9%	$13.7M	0.1%	$47.62	38
2024-Q3	Increased	248,584	+19.1%	$11.3M	0.1%	$44.34	39
2024-Q2	Increased	208,789	+3.9%	$8.6M	0.1%	$40.23	29
2024-Q1	Decreased	200,962	-4.3%	$8.5M	0.1%	$41.05	0
2023-Q4	Decreased	209,985	-8.0%	$7.9M	0.1%	$36.51	0
2023-Q3	Increased	228,189	+12.2%	$7.6M	0.1%	$32.05	37
2023-Q2	Decreased	203,340	-9.3%	$6.9M	0.1%	$32.15	0
2023-Q1	Decreased	224,056	-47.9%	$7.2M	0.1%	$30.45	0
2022-Q4	Increased	430,233	+36.3%	$14.7M	0.3%	$32.59	44
2022-Q3	Increased	315,696	+47.2%	$9.6M	0.2%	$29.02	45
2022-Q2	Decreased	214,489	-18.4%	$6.7M	0.1%	$29.89	0
2022-Q1	Decreased	262,740	-10.1%	$10.1M	0.2%	$36.75	0
2021-Q4	Increased	292,270	+17.7%	$11.4M	0.2%	$36.51	39
2021-Q3	Increased	248,365	+5.9%	$9.3M	0.2%	$35.42	35
2021-Q2	Decreased	234,484	-57.5%	$8.6M	0.1%	$33.79	0
2021-Q1	Increased	551,114	+325.9%	$9.4B	0.2%	$31.61	62
2020-Q4	Increased	129,405	+1.1%	$3.8M	0.1%	$26.71	27
2020-Q3	Increased	128,030	+22.9%	$3.1M	0.1%	$21.67	32
2020-Q2	Decreased	104,134	-11.0%	$2.4M	0.1%	$20.71	0
2020-Q1	Decreased	116,996	-8.1%	$2.4M	0.1%	$19.30	0
2019-Q4	Increased	127,349	+0.1%	$3.9M	0.1%	$27.43	32
2019-Q3	Decreased	127,239	-6.3%	$3.6M	0.1%	$24.97	0
2019-Q2	Increased	135,718	+18.3%	$3.7M	0.1%	$24.42	37
2019-Q1	New	114,723	-	$2.9M	0.1%	$22.64	44

XLF30 quarters

XLF
30 quarters